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Control Documents using Managed Properties?

lgratero

Hi,

I am writing to request suggestions to help me solve the following problem:

Imagine that you have a credit opening procedure, you are going to create a file that must contain 3 requisite documents. We want to validate that the 3 documents exist since if at least one is missing, the file is not complete and for example it cannot go to another stage of an approval workflow.

Is possible that the solution could point to the use of Managed Properties, but I don't understand how it could help me.

Would send a simple example that I can use as reference?

I will be very grateful.

Best Regards
Luis Arturo

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  • +1

    You could potentially use Compliance Kit Managed properties and create matching rules which would refresh separate properties when other documents are created. 

    As Wesley mentioned, you could have 3 "Required" properties that are updated through managed properties. When other documents are created, these properties would get populated through managed properties rule. You can read about managed properties here. They can be very usuful, you can very easiliy match 2 documents of different classes that have same values for other properties. It can be very confusing on the beginning but when you get a grip how to match documents over managed properties it can be very usuful.

    Then you could have automatic transition which periodically verifies if all 3 managed properties are provided and to automatically move it into next workflow step. I think default setup is every hour but you can change it in registry to run more often if needed. 

    Hope it helps.

Reply
  • +1

    You could potentially use Compliance Kit Managed properties and create matching rules which would refresh separate properties when other documents are created. 

    As Wesley mentioned, you could have 3 "Required" properties that are updated through managed properties. When other documents are created, these properties would get populated through managed properties rule. You can read about managed properties here. They can be very usuful, you can very easiliy match 2 documents of different classes that have same values for other properties. It can be very confusing on the beginning but when you get a grip how to match documents over managed properties it can be very usuful.

    Then you could have automatic transition which periodically verifies if all 3 managed properties are provided and to automatically move it into next workflow step. I think default setup is every hour but you can change it in registry to run more often if needed. 

    Hope it helps.

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